How to Become an Estate Planning Consultant
Step 1: Understand the job description and responsibilities of an Estate Planning Consultant
What does an Estate Planning Consultant do?
AN Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience.
Estate Planning Services includes the provision of Wills, Will Trusts, Lifetime Trusts & Lasting Powers of Attorney.
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
Whatever your current occupation, you can train to become an Estate Planning Consultant / Advisor and benefit from both a new income stream and new clients gained from this market.
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
Clients need access to professional individuals who can help give them a solution, and all our Consultants have the opportunity to control their own territory within which to build a client base.
Step 2: Learn best tips to become an Estate Planning Consultant
Best tips for those who want to become an Estate Planning Consultant
Here are some tips to become an Estate Planning Consultant.
Step 3: View best colleges and universities for Estate Planning Consultant
Best colleges and universities for Estate Planning Consultant
- Butler University
- Carroll College
- Cooper Union
- High Point University
- Princeton University
- Providence College
Step 4: Think about whether is it worth to be an Estate Planning Consultant
Is being an Estate Planning Consultant Worth it?
Workplace guidelines development, planning and design experience / knowledge base.
Whatever your current occupation, you can train to become an Estate Planning Consultant / Advisor and benefit from both a new income stream and new clients gained from this market.
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
During your training with us, you will quickly realise that, Financial Services products go hand in hand with our Estate Planning strategies.
The successful individual will get the chance to truly work directly for and with highly demanding client teams, including major London estates.
Step 5: Prepare relevant skills for being an Estate Planning Consultant
What skills do you need to be an Estate Planning Consultant?
When looking into a role like this one, you need to take account of your skills and abilities. The ability to succeed in this role depends upon the possession of the following skills: Instructor-Led Training, Insurance Products, Partner Relationship Management, Estate Planning, Insurance Regulatory Guidelines, Tax Research/Advising, Business Succession Plan. Although not always necessary, a grasp of these skills can help: Customer Relationship Management (CRM) software. During an interview, try to convey your knowledge of these skills.
Organizational planning and problem-solving skills.
Experience with Strategic Cost Reduction or Zero Based solutions, and/or a Corporate Function in a strategic planning and performance capacity.
Expertise in economic development, community development and/or urban planning.
Experience in real estate, the development industry, accounting or property management is considered an asset.
5+ years of experience in managing a real estate portfolio and/or project….
Step 6: View average salary for Estate Planning Consultant
How much does an Estate Planning Consultant make?
The average salary range for an Estate Planning Consultant is from $91,767 to $130,767. The salary will change depending on your location, job level, experience, education, and skills.
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Average salary for Estate Planning Consultant jobs
Step 7: Find relevant Estate Planning Consultant jobs, and apply.
Looking for Estate Planning Consultant jobs?
Here are some Estate Planning Consultant jobs in the United States.